Energy Select Sector SPDR shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $311k | 3.5k | 87.81 |
| 2024-06-30 | $332k | 3.6k | 91.15 |
| 2023-09-30 | $297k | 3.3k | 90.39 |
| 2023-06-30 | $235k | 2.9k | 81.17 |
| 2023-03-31 | $256k | 3.1k | 82.83 |
| 2022-12-31 | $280k | 3.2k | 87.47 |